RPM International Inc. (RPM)

RPM International beat on both the top and bottom line in the fourth fiscal quarter of 2026, reported July 22, with adjusted EPS of $1.89 topping the $1.83 estimate by +3.3% and revenue of about $2.2 billion exceeding the roughly $2.2 billion consensus by +2.3%. Revenue rose 7.2% from $2.08 billion a year earlier, with gross margin near 43% and operating margin near 15%, while operating income came to about $334.6 million. Net income was about $221.2 million, down 2.0% from $225.8 million a year ago. The company generated operating cash flow of about $515.5 million, repurchased about $29.1 million of stock, and paid about $68.9 million in dividends. Consensus for the next period calls for EPS of $1.94 on revenue of $2.22 billion.